Resource Management
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Project Resource Planner
Overview Mavenlink’s Resource Planner allows Project and Resource Managers to see both the team members assigned to a project and the resource p...
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Resource Scheduling Overview
Overview At Mavenlink, we know that effectively managing and allocating your teams’ tasks, hours, and project schedules can be a daunting task. ...
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Resource Recommendations Overview
Access Groups: Resource ManagementDefault Account Permissions: Account Administrator Overview Resource managers have a difficult task for...
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Rate Cards Overview
NOTE As of June 6th, 2019, to use a Role on a Project, each role must be assigned a rate on the Rate Card. If you used rate cards before this u...
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Custom Rate Cards
NOTE As of June 6th, 2019, to use a Role on a Project, each role must be assigned a rate on the Rate Card. If you used rate cards before this u...
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Change a Team Member's Project Role
How to Change a Team Member's Role To change a team member's Role: Select Rates & Roles from the Actions (“ ”) drop-down menu located to the ...
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Delete a Project Role
How to Delete a Project Role To delete a project role for a particular team member: Select Rates & Roles from the Actions (“ ”) drop-down m...
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Reassign a Team Member's Role on a Project
How to Reassign a Team Member's Project Role To reassign all project tasks for a particular team member: Select Rates & Roles from the Actions ...
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Change a Team Member's Primary Project Role
How to Change a Team Member's Primary Project Role Hover over Projects on the left-side nav bar, and select your project. If you don't see the ...
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Add Project Roles to a Team Member
How to Add Project Roles to a Team Member After the project is created, select Rates & Roles from the Actions (“ ”) drop-down menu located to...
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Multi-Role Resourcing in Projects
Overview With Mavenlink's Multi-Role Resourcing feature, team members can perform multiple roles on the same project, so you can better manage p...
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Resource Shaping Tool
Overview The Resource Shaping tool allows Account Administrators through Report Viewers to create rough-cut resource plans by defining the weekl...
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Resource Estimates
Overview Estimation occurs prior to the start of a project to ensure that you have the time and resources necessary to be successful. With our R...
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Projected Task Budgets
Default Account Permissions: Account Administrator, Report Viewer with Cost, Report Viewer, or Project Lead Overview The Projected Budget calcula...
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